How do you create segments in Klaviyo?

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Tech Savvy

Klaviyo is a powerful email marketing platform that provides businesses with robust segmentation capabilities. Segmentation allows you to categorize your subscribers based on specific criteria, enabling you to send highly targeted and personalized email campaigns. In this article, we will provide a step-by-step guide on how to create segments in Klaviyo, empowering you to optimize your email marketing efforts and drive better engagement and conversions.

How do I make my own segment?

Klaviyo offers the flexibility to create custom segments, allowing you to target specific subsets of your audience based on unique criteria or combinations of rules. Custom segments can be powerful tools for delivering personalized and targeted email campaigns. In the segment creation window, provide a name for your custom Klaviyo Segmentation. Choose a descriptive name that reflects the criteria or purpose of the segment.

Step 1: Log into your Klaviyo Account:

To get started, log into your Klaviyo account using your username and password. Once you’re logged in, you’ll be directed to the Klaviyo dashboard.

Step 2: Access the Segments Tab:

In the Klaviyo dashboard, locate the “Lists & Segments” tab on the left-hand side. Click on it to access the segments section.

Step 3: Create a New Segment:

To create a new segment, click on the “Create List/Segment” button located in the top right corner of the segments page. A dropdown menu will appear with options to create a new segment or list. Select “Segment” to proceed.

Step 4: Define the Segment Name:

In the segment creation window, you’ll be prompted to provide a name for your segment. Choose a descriptive name that reflects the criteria or purpose of the segment. For example, if you’re creating a segment for high-value customers, you can name it “VIP Customers.”

Step 5: Set the Segment Rules:

Klaviyo offers various rule options to define the criteria for your segment. Click on the “Add Rule” button to specify the conditions that subscribers must meet to be included in the segment. You can choose from a range of options, including demographics, purchase behavior, engagement level, and more.

Step 6: Configure Rule Parameters:

Once you’ve selected a rule, you’ll need to configure its parameters. Klaviyo provides a user-friendly interface that allows you to customize each rule based on your specific requirements. For example, if you’re segmenting based on purchase behavior, you can set parameters such as “total amount spent,” “number of purchases,” or “specific product purchased.”

Step 7: Add Additional Rules (Optional):

Once you have created initial rules for your Klaviyo segment, you have the option to further refine and narrow down your audience by adding additional rules. This step allows you to create more specific and targeted segments based on multiple criteria. Here’s a guide on how to add additional rules to your Klaviyo segments:

1. Access the Segment Settings:

   In the Klaviyo dashboard, go to the “Lists & Segments” tab and click on the segment you want to add rules to. This will open the segment settings page.

2. Click on “Add Rule”:

   On the segment settings page, look for the “Add Rule” button. Clicking on it will open a dropdown menu with various rule options.

3. Choose the Rule Type:

   Select the rule type that aligns with the criteria you want to add. Klaviyo provides a wide range of rule options, including demographics, purchase behavior, engagement, and more. Choose the rule type that best suits your segmentation needs.

4. Configure the Rule Parameters:

   Once you have selected the rule type, you will need to configure the rule parameters. This involves defining the specific conditions or values for the added rule. For example, if you are adding a rule based on purchase behavior, you can set parameters such as “total amount spent,” “number of purchases,” or “specific product category.”

Step 8: Preview and Save the Segment:

Once you’ve configured all the desired rules for your segment, click the “Preview” button to see the subscribers who meet the segment criteria. This preview will give you an idea of the segment size and the specific subscribers who will be included.

If you’re satisfied with the segment preview, click the “Save Segment” button to finalize the creation of your segment. The segment will now be available for use in your email campaigns.

Step 9: Utilize Segments in Email Campaigns:

Now that you’ve created your segment, you can start leveraging it in your email marketing campaigns. When setting up an email campaign in Klaviyo, you’ll have the option to select the desired segment to receive the email. Choose the segment you created from the available options, and Klaviyo will ensure that the email is sent only to the subscribers who meet the segment criteria.

Step 10: Monitor and Refine Segments:

Segmentation is an ongoing process, and it’s essential to monitor the performance of your segments over time. Klaviyo provides reporting and analytics features that allow you to track the engagement, conversion rates, and overall effectiveness of your segments. Use this data to refine your segments, add new rules.

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